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Performance analysis of First Horizon (FHN-P-E)

Annual Return

Over the past 3 years, FHN-P-E has had an average annual return of +10.79%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, FHN-P-E has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +13.88% annual.

Since May 21, 2020, FHN-P-E has had an average annual return of +6.56%, underperforming the benchmark SPY, which returned +18.47% annual.

2026202520242023202220212020
+1.58%+6.35%+10.80%+3.98%-4.48%+3.70%+19.04%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+3.39%-1.08%-2.37%+3.87%-2.15%+0.08%+1.58%
2025+0.21%+2.01%+0.35%-5.43%-1.29%+5.57%+4.09%-0.20%+2.22%-0.24%-0.77%+0.08%+6.35%
2024+3.58%+1.72%-4.35%+1.97%+0.67%-2.81%+2.77%+5.76%+4.41%-3.29%-2.93%+3.43%+10.80%
2023+4.72%-0.27%-11.26%+6.87%-11.05%+10.13%-3.49%-1.01%-1.77%-11.87%+14%+13.66%+3.98%
2022-2.54%-0.52%+0.05%+0.62%-1.00%-0.18%+2.41%-1.93%-1.38%-3.24%+3.80%-0.46%-4.48%
2021-1.13%-2.84%+3.94%+0.87%-0.93%+2.45%+1.46%-1.76%-0.43%+1.76%-1.76%+2.24%+3.70%
2020+2.36%+0.71%+2.25%+3.52%+3.99%-2.64%+2.11%+5.52%+19.04%

Drawdown analysis of First Horizon (FHN-P-E)

The maximum drawdown for the FHN-P-E was -36.21%, occurring on May 4, 2023. Recovery took 181 trading sessions.

The current FHN-P-E drawdown is -3.25%.

Since May 21, 2020 FHN-P-E has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-36.21%Aug 6, 2021438May 4, 2023181Jan 24, 2024619
-7.40%Jan 22, 202589May 30, 202530Jul 15, 2025119
-6.98%Oct 16, 202442Dec 16, 202423Jan 22, 202565
-6.79%Feb 29, 202433Apr 17, 202489Aug 23, 2024122
-6.05%Jan 5, 202135Feb 25, 202125Apr 1, 202160
-4.88%Oct 9, 202014Oct 29, 202013Nov 17, 202027
-4.27%Jan 30, 20246Feb 7, 202412Feb 26, 202418
-3.88%Jun 3, 20206Jun 11, 202027Jul 21, 202033
-3.69%Mar 3, 202620Mar 31, 20269Apr 14, 202629
-3.57%Apr 29, 202616May 21, 2026OngoingOngoingOngoing
-2.97%Nov 18, 20207Nov 30, 202011Dec 15, 202018
-2.47%Oct 2, 202537Nov 24, 202533Jan 13, 202670
-2.40%Oct 1, 20203Oct 6, 20203Oct 9, 20206
-2.38%May 4, 20216May 12, 202124Jun 16, 202130
-2.23%Sep 2, 20202Sep 4, 202014Sep 25, 202016
-2.12%Aug 6, 202515Aug 27, 202520Sep 25, 202535
-2.00%Apr 1, 20213Apr 7, 202117Apr 30, 202120
-1.61%Jul 15, 20251Jul 16, 20257Jul 25, 20258
-1.42%Sep 30, 20248Oct 10, 20244Oct 16, 202412
-1.28%Jan 27, 202622Feb 27, 20262Mar 3, 202624
-1.23%Jul 8, 20217Jul 19, 20219Jul 30, 202116
-1.13%Apr 15, 20264Apr 21, 20261Apr 22, 20265
-1.00%Feb 26, 20241Feb 27, 20242Feb 29, 20243
-0.82%Sep 19, 20241Sep 20, 20244Sep 26, 20245
-0.80%Jul 31, 20251Aug 1, 20251Aug 4, 20252